Shared Vision Wealth Group LLC Ishares Currency Hedged Msci E Transaction History
Shared Vision Wealth Group LLC
- $160 Billion
- Q1 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 36,841 shares of HEFA stock, worth $1.3 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
36,841Holding current value
$1.3 Million% of portfolio
0.8%Shares
1 transactions
Others Institutions Holding HEFA
# of Institutions
421Shares Held
179MCall Options Held
0Put Options Held
0-
Goldman Sachs Group Inc New York, NY47.6MShares$1.68 Billion0.3% of portfolio
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Envestnet Asset Management Inc27.5MShares$970 Million0.36% of portfolio
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Jpmorgan Chase & CO New York, NY7.94MShares$280 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC6.01MShares$212 Million0.11% of portfolio
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United Capital Financial Advisers, LLC Newport Beach, CA5.23MShares$184 Million1.52% of portfolio